Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,578 | $160,059-35.9% | $140,019-26.7% | $135,380-24.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.27% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.1pp |
| Employer contribution / active EE | $16,806 | $6,420+161.8% | $5,605+199.8% | $4,779+251.7% |
| Participant deferral / active EE | $900 | $7,641-88.2% | $6,927-87.0% | $5,609-84.0% |
| Admin fee / account holder | $4 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |